Small and Medium Enterprise (SME) stocks are shares of smaller, fast-growing companies listed on SME exchanges such as NSE Emerge and BSE SME. These businesses are usually in their early expansion stage and offer high-growth potential, though they may carry higher risk compared to large-cap companies. Despite their size, many SME stocks have delivered strong returns and attracted the attention of well-known investors.

As per the latest corporate shareholding data, Mukul Agrawal, one of India’s most followed ace investors, publicly holds 71 stocks with a combined net worth of over Rs. 7,456.4 crore. 

In Q2 FY26, Agrawal held up to a 7.56 percent stake in six SME stocks, indicating his confidence in their business models and long-term prospects. These companies operate across different sectors, and their investment interest often brings them into the spotlight. 

Here are a few SME stocks held by Mukul Agrawal with a stake of up to 7.6 percent

Solarium Green Energy Limited

With a market capitalization of Rs. 590.04 crore, the shares of Solarium Green Energy Limited were currently trading at Rs. 283 per equity share, down nearly 1percent from its previous day’s close price of Rs. 285.85. 

In September 2025, Solarium Green Energy Limited had a majority stake held by the promoters at 58.34 percent, foreign institutional investors at 0.22 percent, domestic institutional investors at 3.15 percent, and the public at 38.29 percent.

Ace investor Mukul Agrawal made a fresh investment of 2.88 percent stake in Solarium Green Energy Limited, valued at Rs. 17.7 crores, consisting of 6,00,000 shares in September 2025. 

Solarium Green Energy Limited was founded in 2018 and provides integrated solar solutions across India. It offers turnkey services, including design, engineering, procurement, and maintenance for residential, commercial, and government solar projects, promoting sustainable energy and reducing carbon footprint.

OSEL Devices Limited

With a market capitalization of Rs. 1,362.48 crore, the shares of OSEL Devices Limited were currently trading at Rs. 770 per equity share, down nearly 4.18 percent from its previous day’s close price of Rs. 803.60. 

In September 2025, OSEL Devices Limited had a majority stake held by the promoters at 65.21 percent, foreign institutional investors at 0.59 percent, domestic institutional investors at 3.89 percent, and the public at 30.31 percent.

Ace investor Mukul Agrawal made a fresh investment of 7.56 percent stake in OSEL Devices Limited, valued at Rs. 106.3 crores, consisting of 13.38 lakh shares in September 2025.

OSEL Devices Limited was established in 2006 and manufactures advanced LED display systems and hearing aids. The company serves commercial advertising, corporate, and healthcare sectors with innovative digital signage and assistive technologies, ensuring quality and technological excellence.

Unified Data Tech Solutions Limited

With a market capitalization of Rs. 803.60 crore, the shares of Unified Data Tech Solutions Limited were currently trading at Rs. 400 per equity share, down nearly 2.44 percent from its previous day’s close price of Rs. 410. 

In September 2025, Unified Data Tech Solutions Limited had a majority stake held by the promoters at 60.39 percent, foreign institutional investors at 2.60 percent, domestic institutional investors at 5.74 percent, and the public at 31.26 percent.

Ace investor Mukul Agrawal holds a 5.25 percent stake in Unified Data Tech Solutions Limited, valued at Rs. 43.8 crores, consisting of 10.55 lakh shares since May 2025.

Unified Data-Tech Solutions Limited was founded in 2010 and is an IT company focused on system integration, providing data center infrastructure, virtualization, cybersecurity, and networking solutions. It serves diverse sectors like banking, insurance, and manufacturing with authorized technology partnerships and certified service.

Zelio E-Mobility Limited

With a market capitalization of Rs. 945.09 crores, the shares of Zelio E-Mobility Limited hit a 5 percent upper circuit of Rs. 446.85 per share on Friday, up from its previous closing price of Rs. 425.60 per share.

In September 2025, Zelio E-Mobility Limited had a majority stake held by the promoters at 72.77 percent, foreign institutional investors at 3.42 percent, domestic institutional investors at 10.89 percent, and the public at 12.92 percent.

Ace investor Mukul Agrawal made a fresh investment of 2 percent stake in Zelio E-Mobility Limited, valued at Rs. 18 crores, consisting of 4.24 lakh shares in September 2025.

Zelio E-Mobility Limited was established in 2021 and designs, manufactures, and supplies electric two-wheelers and three-wheelers in India. The company aims to drive sustainable transportation growth with innovative electric vehicles, targeting high production and a wide customer reach by 2030.

Monolithisch India Limited

With a market capitalization of Rs. 1,271.56 crore, the shares of Monolithisch India Limited were currently trading at Rs. 585 per equity share, rising nearly 5.52 percent from its previous day’s close price of Rs. 554.40. 

In September 2025, Monolithisch India Limited had a majority stake held by the promoters at 74 percent, foreign institutional investors at 2 percent, domestic institutional investors at 2 percent, and the public at 21 percent.

Ace investor Mukul Agrawal has raised his stake in Monolithisch India Limited from 2.30 percent in June 2025 to 3 percent in September 2025, which represents an increase of 0.70 percent. His current holding is valued at Rs. 33.2 crores and consists of 600,000 shares.

Monolithisch India Limited was launched in 2018 and specializes in high-quality premixed ramming mass used mainly in steel manufacturing. It supplies over 80% of India’s integrated steel plants, ensuring durable refractory solutions and operational efficiency in metallurgical processes.

Vasa Denticity Limited

With a market capitalization of Rs. 1,040.21 crore, the shares of Vasa Denticity Limited were currently trading at Rs. 600 per equity share, down nearly 0.36 percent from its previous day’s close price of Rs. 602.15. 

In September 2025, Vasa Denticity Limited had a majority stake held by the promoters at 66 percent, foreign institutional investors at 4 percent, domestic institutional investors at 1 percent, and the public at 30 percent.

Ace investor Mukul Agrawal has reduced his stake in Vasa Denticity Limited from 2.47 percent in June 2025 to 2 percent in September 2025, which represents a decrease of 0.47 percent. His current holding is valued at Rs. 24.6 crores and consists of 4.10 lakh shares.

Vasa Denticity Limited was incorporated in 2016 and markets and distributes a broad range of dental products. The company offers over 10,000 SKUs from multiple brands, specializing in orthodontics, endodontics, and dental surgery supplies, catering primarily to the Indian dental healthcare market.

Written By – Nikhil Naik

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